Accounting Reports

Accessing Business Overview Reports

1. In the side navigation bar, select the 'Reports' option.
   
   
   
   
2. Within the Reports section, locate the category of accounting reports. For example, you may find options like General Ledger, Trial Balance or Journal etc.
   
   
   
   
3. Click on the specific accounting report you wish to access. For instance, select 'General Ledger' among the available reports.
   
   
   
   
4. Set the date range for the report. You can choose a specific date, month, quarter, or year for the balance sheet summary.
   
   
   
   
5. Click the 'Apply' button to create the accounting report based on the selected date range. The report will be displayed, presenting the relevant financial data.
   
   
   
   
6. In addition, you have the flexibility to export the accounting report to Excel by a straightforward click on the Excel icon, or print a hard copy for record-keeping. Furthermore, you can download the report for offline access and printing, and if preferred, maximize the view for a more detailed examination.
   
   
   
7. Using a similar approach, you can access all other accounting reports, including Journal, Trial Balance, and Journal Voucher, with the same method of navigation and report generation.